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Ishares Tr msci int smlcp shares owned by Montis Financial

Quarter-by-quarter ownership of Ishares Tr msci int smlcp (ISCF) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in Ishares Tr msci int smlcp

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All positions including Ishares Tr msci int smlcp held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci int smlcp by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 26k 41.12
2025-06-30 $1.0M 27k 38.77
2025-03-31 $673k 20k 33.68
2024-12-31 $577k 18k 32.28
2024-09-30 $554k 16k 35.25

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Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

Top funds holding Ishares Tr msci int smlcp

Main Street Research
LPL Financial
Northwestern Mutual Wealth Management Company
Modern Wealth Management
Larson Financial Group
Phoenix Wealth Advisors
Janney Montgomery Scott
Financial Strategies Group
Courier Capital Corp
Eagle Strategies
Exchange Traded Concepts
McAdam
Beaird Harris Wealth Management
Advisors Capital Management
Bedel Financial Consulting

View all funds holding Ishares Tr msci int smlcp